+506.3%
NOW vs URI
+1,189.1%
-682.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.5% |
| 7D | -8.7% | -6.0% | -2.8% | -7.2% |
| 30D | -29.3% | +4.6% | -33.9% | -30.4% |
| 3M | -21.8% | -2.7% | -19.1% | -21.8% |
| 6M | +9.2% | +18.4% | -9.1% | +1.7% |
| YTD | -35.0% | +37.4% | -72.3% | -44.5% |
| 1Y | -42.5% | +30.4% | -72.9% | -50.1% |
| 3Y | -21.5% | +147.9% | -169.4% | -47.3% |
| 5Y | -25.8% | +202.1% | -227.8% | -54.7% |
| 10Y | +506.3% | +1,182.4% | -676.1% | +130.9% |
| All | +506.3% | +1,189.1% | -682.7% | +130.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling